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HIA

HFM Investment Advisors Portfolio holdings

AUM $285M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
+2.07%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$256M
AUM Growth
+$9.32M
Cap. Flow
+$4.43M
Cap. Flow %
1.73%
Top 10 Hldgs %
94.68%
Holding
1,342
New
75
Increased
392
Reduced
252
Closed
63

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.2M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$593K
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Top Sells

Rank Stock Value
1
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$404K
2
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$39.8K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$24.4K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$24.3K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
401
Lowe's Companies
LOW
$123B
$1.21K ﹤0.01%
5
– –
AIZ icon
402
Assurant
AIZ
$14.2B
$1.21K ﹤0.01%
5
– –
CPAY icon
403
Corpay
CPAY
$26.2B
$1.2K ﹤0.01%
4
– –
FANG icon
404
Diamondback Energy
FANG
$55.7B
$1.2K ﹤0.01%
8
+1
+14% +$148
DG icon
405
Dollar General
DG
$27B
$1.2K ﹤0.01%
9
+2
+29% +$223
BAH icon
406
Booz Allen Hamilton
BAH
$9.37B
$1.18K ﹤0.01%
14
+10
+250% +$895
TOST icon
407
Toast
TOST
$20.6B
$1.17K ﹤0.01%
33
+26
+371% +$937
SPOT icon
408
Spotify
SPOT
$105B
$1.16K ﹤0.01%
2
– –
RS icon
409
Reliance Steel & Aluminium
RS
$21.9B
$1.16K ﹤0.01%
4
+1
+33% +$281
AEP icon
410
American Electric Power
AEP
$66.9B
$1.15K ﹤0.01%
10
– –
KKR icon
411
KKR & Co
KKR
$93.2B
$1.15K ﹤0.01%
9
+4
+80% +$498
MLI icon
412
Mueller Industries
MLI
$15.2B
$1.15K ﹤0.01%
20
– –
MSCI icon
413
MSCI
MSCI
$40.9B
$1.15K ﹤0.01%
2
– –
PNR icon
414
Pentair
PNR
$10.7B
$1.15K ﹤0.01%
11
-1
-8% -$107
ORI icon
415
Old Republic International
ORI
$10.3B
$1.14K ﹤0.01%
25
– –
CTVA icon
416
Corteva
CTVA
$51B
$1.14K ﹤0.01%
17
– –
SSNC icon
417
SS&C Technologies
SSNC
$18.7B
$1.14K ﹤0.01%
13
– –
OMC icon
418
Omnicom Group
OMC
$23.2B
$1.13K ﹤0.01%
14
-2
-13% -$153
SF
419
Stifel
SF
$12.7B
$1.13K ﹤0.01%
14
– –
RNR icon
420
RenaissanceRe
RNR
$13.2B
$1.13K ﹤0.01%
4
– –
EWBC icon
421
East-West Bancorp
EWBC
$18.1B
$1.12K ﹤0.01%
10
– –
GL icon
422
Globe Life
GL
$14.2B
$1.12K ﹤0.01%
8
– –
BR icon
423
Broadridge
BR
$19.8B
$1.12K ﹤0.01%
5
+1
+25% +$228
LUV icon
424
Southwest Airlines
LUV
$22B
$1.12K ﹤0.01%
27
-1
-4% -$35
ALLE icon
425
Allegion
ALLE
$14.1B
$1.11K ﹤0.01%
7
– –
15 16
17
18 19

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HFM Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, HFM Investment Advisors held 1,342 positions worth $256M, up 3.8% from $246M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q4 2025 filing shows 75 new, 392 increased, 252 reduced and 63 closed positions. Its largest new stake was FS Specialty Lending Fund: 2,927 shares worth $41.4K. The largest sale was Dimensional National Municipal Bond ETF, an estimated $404K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q4 2025 buy was FS Specialty Lending Fund: 2,927 shares worth $41.4K.
  • HFM Investment Advisors added most to Dimensional US Core Equity 2 ETF in Q4 2025, an estimated $1.2M increase.
  • HFM Investment Advisors's biggest Q4 2025 reduction was Dimensional National Municipal Bond ETF, cutting an estimated $404K.
  • HFM Investment Advisors fully exited Fiserv Inc in Q4 2025, selling an estimated $645.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $256M portfolio in Q4 2025.
  • HFM Investment Advisors opened 75 new positions and closed 63 in Q4 2025.
  • HFM Investment Advisors's portfolio value rose 3.8% quarter-over-quarter to $256M.

Based on HFM Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.